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Finance, Budgeting, Investing & Saving BOOTCAMP (ONLINE). Jonathan Wong GBA 564 Creativity & Innovation. SOCIAL TRENDS. Occupy Wall Street September 17 th , 2011 Zuccotti Park 99% vs. 1% Applications Is there an “App” for that? Social Media Facebook Twitter Four Square LinkedIn.

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finance budgeting investing saving bootcamp online

Finance, Budgeting, Investing & Saving BOOTCAMP (ONLINE)

Jonathan Wong

GBA 564 Creativity & Innovation

social trends
SOCIAL TRENDS
  • Occupy Wall Street
    • September 17th, 2011
    • Zuccotti Park
    • 99% vs. 1%
  • Applications
    • Is there an “App” for that?
  • Social Media
    • Facebook
    • Twitter
    • Four Square
    • LinkedIn
cultural trends
CULTURAL TRENDS

Education Vs. Potential Earnings

US Spending/National Debt

marketplace trends
MARKETPLACE TRENDS
  • Coupons/Discounts
    • Black Friday
    • Restaurant.com
    • Yelp.com
  • Housing Market
    • Significant decline in house value
    • Foreclosures/Bankruptcies
  • Entertainment Shifts
    • Movie Theaters vs. Disneyland
    • $6.00/hr vs. $8/hr
    • Movie: 2 hrs. Disneyland: 10 hours
origin of idea
ORIGIN OF IDEA
  • TV SHOWS
    • SuzeOrman
    • Mad Money
    • Shark Tank
  • Reading
    • Personal Finance
    • Investing
    • Real Estate
  • Calling
    • Attention to details
    • Teaching
proposed idea
PROPOSED IDEA
  • Bootcamp Program
  • Interactive Online Experience (or APP)
    • Courses by Chapters
      • Investments
      • Taxes
      • Retirement
      • Savings/Budgeting
      • Real Estate
      • Tools (Continued…)
    • Exercises (Planning, Goals, etc)
  • Free Budgeting Consultation with purchase!
tools
TOOLS
  • Linking all personal accounts
    • Checking/Savings
    • Retirement (401K/IRA)
    • Investment (Scottrade, Fidelity, etc)
    • Credit Cards
  • Email/Text Alerts
    • Setting a high/low limit on accounts
    • Overspending
  • Mobile Application
    • Taking courses on the go
    • Reading current event articles
justification
JUSTIFICATION?
  • US Education System does NOT teach students how to budget, save, spend, invest, etc.
    • Little to no classes
    • Not a requirement to graduate
  • High levels of financial illiteracy
    • EX: People complaining about the rich only paying 15% in taxes
  • Spending spree
  • Spending above means
    • Buying a house one cannot afford
questions
QUESTIONS?

Someone who spend out of control?

Someone who doesn’t save?

Someone who lives above his/her means?

Someone who is under water for a mortgage?

Someone who is near/or bankrupted?

Someone who needs financial help?

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